Sun Life

Sales and Service Assistant

Sun Life

full-time

Posted on:

Location Type: Hybrid

Location: Montreal • 🇨🇦 Canada

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Salary

💰 CA$49,000 - CA$77,000 per year

Job Level

JuniorMid-Level

About the role

  • Support Account Executives and Service Specialist/Consultants
  • Coordinate and respond to inquiries and requests for information from Clients, Advisors and Consultants (telephone and email inquiries and requests)
  • Data entry
  • Update and ensure internal reporting and tracking tools are maintained with accurate and up to date information
  • Compose and/or prepare various correspondence and presentations
  • Request and prepare various reports for advisors and clients
  • Order promotional and business supplies
  • Works in close collaboration with other business areas (ex. underwriting, disability, operations, etc.)
  • Manage incoming and outgoing mail
  • Assist with compiling relevant information for renewals

Requirements

  • In-depth knowledge of Microsoft Office (Excel, Word and PowerPoint)
  • Time management skills with the ability to prioritize competing requests/tasks
  • Organizational skills
  • Teamwork and cooperation
  • Ability to multi-task within a fast-paced environment while maintaining a high degree of accuracy
  • Written and oral communication skills
  • Understands client needs and identifies solutions to non-standard requests
  • Ability to work independently and as part of a high functioning team
  • Relationship building/management skills
  • Attention to detail
  • Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.
Benefits
  • A friendly, collaborative, and inclusive culture
  • Flexible working arrangements
  • Professional development opportunities
  • Various incentive plans based on individual and company performance

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
data entryreport preparationMicrosoft ExcelMicrosoft WordMicrosoft PowerPoint
Soft skills
time managementorganizational skillsteamworkmulti-taskingwritten communicationoral communicationrelationship managementattention to detail